Results

Insight News
September 02, 2025

Zscaler delivers strong Q4, fiscal 2026 outlook

Data to Decisions
Jay Chaudhry, CEO of Zscaler, said the company topped $3 billion in annual recurring revenue with record operating margin. quot;We are rapidly expanding our AI security portfolio t...
Larry Dignan
Insight News
August 27, 2025

CrowdStrike acquires Onum, reports strong Q2

Data to Decisions
CrowdStrike said it will acquire Onum, a company that specializes in real-time telemetry data pipelines, in a move that will bring more data into the cybersecurity vendor’s platfor...
Larry Dignan
Insight News
August 25, 2025

Secure browsers will matter more with AI agents

Data to Decisions
Palo Alto Networks CEO Nikesh Arora said agentic AI means that enterprises will need secure browsers and the company is seeing strong demand. The company's acquisition of Talon app...
Larry Dignan
Analyst Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Data to Decisions
lt;pgt;Potential Nine Straight Quarters Of Beatlt;/pgt; lt;pgt;With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion...
R "Ray" Wang
Insight News
August 18, 2025

Palo Alto Networks delivers strong Q4, outlook

Digital Safety, Privacy & Cybersecurity
Palo Alto Networks reported better-than-expected fourth quarter earnings and projected revenue growth of about 14% for the fiscal year ahead. ...
Larry Dignan
Analyst Blog
August 05, 2025

Monday's Musings: Here Come the AI Exponentials

Data to Decisions
lt;p style=quot;margin-top: 24px; margin-bottom: 5px;quot;gt;Legacy Companies are Thinking in the Wrong Scalelt;/pgt; lt;pgt;lt;span style=quot;font-size:12ptquot;gt;lt;span sty...
R "Ray" Wang
ConstellationTV
July 30, 2025

Tsunami of Insights from #ARX2025 | CRTV Episode 110

Data to Decisions
ConstellationTV ep. 110 tunes in LIVE from Turtle Bay in O'ahu during our Analyst Relations Experience (#ARX2025) with co-hosts Larry Dignan and Martin Schneider. Larry interviews ...
Holger Mueller
Larry Dignan
Liz Miller
Martin Schneider